02/16/2016

Tools

tools

 

 

 

 

Free SMSF Pension Minimum Calculator

The SMSF Pension Minimum Calculator can be used to calculate a pension member’s annual or pro-rata minimum pension amount, based on the member’s age and account balance at the commencement of the period. The full version provides all the necessary documentation and resolutions to enable you to satisfy audit requirements.

Features:

Free Version 

  • calculate the minimum pension payment amount for a member over age 60 using the appropriate Pension Factor rounded to the nearest 10 dollars
  • Calculation of Annual, Quarterly and Monthly Payment options
  • Includes calculation for first year pro-rata pensions

Full Version*

All the Above features PLUS

  • Pre-Populated Trustee Pension Nomination form
  • Pre-Populated Member Pension Request form
  • Pre-Populated Trustee Resolution accepting the Pension Request
  • Pre-Populated Pension Schedule outlining the Pension details and payment arrangements
  • Pension Projection – Graphical representation of how long the pension will last based on the selected amount taking into account fund earnings

Note:

* Single Use version is locked to the Fund and Member nominated

* Unlimited use Version can be used for multiple funds and Members

Download a PDF sample of the full version here:  Pension Minimum Sample

Pension Minimum Calculator - Basic
Free
Pension Minimum Calculation
 
 
 
 
 
Pension Minimum Calculator - Single Use
$55
Pension Minimum Calculation
Pre Filled Member Pension Request form
Pre filled Trustee Minute to accept Pension
Pension Schedule
Pension timeframe projection
Single Fund / Member
Pension Minimum Calculator - Unlimited Use
$165
Pension Minimum Calculation
Pre Filled Member Pension Request form
Pre filled Trustee Minute to accept Pension
Pension Schedule
Pension timeframe projection
Unlimited Use